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DeFi Technologies (DEFT): The game changer for institutional crypto money?

Hello everyone!

Some positive news today for $DEFI (-0,08 %) investors? There was news today that could be extremely exciting for the long-term case of the share? Or how do you see it? @Tenbagger2024

What happened?

Subsidiary Valour has launched the DVIO Index (DEFT Valour Investment Opportunity Index).

Why could this be good news?

Until now $DEFI (-0,08 %) invested heavily on the drip of crypto prices. With the new index, the company is building a bridge to the big money (institutional investors):

Real signals instead of crypto noise: the index not only tracks prices, but actual capital flows via the Valour platform. This has hardly been available to professional investors until now.
New revenue streams: DeFi Technologies is building a data business here. This means: revenue through subscriptions and index licenses. This is high-margin business and much more stable than pure trading fees.
Professionalization: It shows that $DEFT is no longer just a crypto shop, but is building the infrastructure for Wall Street.

Sentiment remains depressed due to regulatory uncertainty. This is currently the biggest problem for many investors. Several US law firms have filed a class action lawsuit. The company is alleged to have made misleading statements about its business - specifically about the arbitrage strategy DeFi Alpha and the sales forecasts for 2025. In November 2025, DeFi Technologies was probably forced to almost halve its sales targets.

Such lawsuits cost time, money and, above all, trust. As long as there is no judgment or settlement, nothing is likely to change.

But why could the new index be an answer or a step in the right direction?

The new DVIO Index is the company's attempt to combat precisely these uncertainties:

Transparency: it provides hard data rather than vague forecasts.

Regulation: It is based on already approved ETPs, so it is "legally secured".

Professionalism: It moves the company away from the image of a speculative crypto shop to a serious data provider.

In short: the uncertainty is the market's mistrust in the company's previous communication. The new index aims to win back this trust through transparency. What about you? Will you stay invested?

10 Commentaires

Tenbagger2024@Tenbagger2024

At coinbaise or Robinhood you can see how even such values are still influenced by the Bitcoin price. Although Robinhood is much more than just crypto. That's why I still see Defi as mainly rooted in the Bitcoin price. But we could also see in the last few days that Defi was green even when Bitcoin was weak.

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Dividendenopi👴@Dividendenopi

@Tenbagger2024 With the exception of very few days, the price unfortunately only goes in one direction. And if it ever went in a different direction to Bitcoin, that was a coincidence. If it does indeed move back towards 1 or even 1.20 in the near future, then the next sell-off will begin. Very difficult at the moment.

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Patrick@patrick_62331

@Tenbagger2024 I totally agree with you, but especially with $HOOD the high correlation with Bitcoin could be an exciting entry opportunity at the moment, if you can withstand the volatility.
Let's see what the quarterly figures bring tonight.

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Dividendenopi👴@Dividendenopi

@Tenbagger2024 and we suffer together 😇🤷‍♂️. I'm not as much in the red as you with my 4000 shares, but just over 50% is a bit of an honor 😉. I missed the exit at the end of November, would have been a nice plus

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Stefan21@stefan_21

DeFi is (as far as I know) essentially building investment products on altcoins and selling crypto exposure via ETPs. They have various products on all kinds of crypto assets.
The income is therefore directly linked to altcoin prices. And historically, these tend to correct by 80-90% or even 100% in bear markets. After all, some don't survive the cycles.
And pretty much everything in the crypto market that calls itself "DeFi" is not decentralized, but that's another topic.
The move with the data is interesting, but since I don't believe in altcoins, I don't think this data will be of much value to institutions in the long run. So I'm rather skeptical🫣

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Frank@schlimmschlimm

@stefan_21 Yes, of course you are absolutely right. Looking at the bigger picture, this means that the new index does not change the fact that the fundamentals (the altcoins) remain highly risky.

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TradingHase@TradingHase

I'm curious about that. DeFi was one of the stocks in my test portfolio and is slumbering there with a 70% loss.

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Daniel Kaufmann@Wollitz

I'm also at -72%, who's offering more :D I just can't quite part with it. The remaining capital is "only" 650 euros, but there is still hope that things will improve again. Of course, it looks rather difficult at the moment. But I'll probably see it through to the bitter end anyway. If it's a total loss, then I'll have to live with it and learn my lesson.

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Frank@schlimmschlimm

@Wollitz Pretty similar for me, I could still save €872 now. As we have seen, massive class action lawsuits are currently underway (the deadline for lead plaintiffs was January 30, 2026). If the company is ordered to pay massive damages that exceed its cash reserves, insolvency is imminent.
Additional risk: If the US Securities and Exchange Commission (SEC) or other regulators find serious misconduct, the shares could be delisted from the stock exchange, which would effectively make them worthless or untradeable. Then there are the poorly performing alt-coins and the risk of ending up in a crypto winter....ende terrain. Despite the risks, there are signs of substance:
Record inflows: In 2025, the subsidiary Valour recorded record net inflows (approx. $138 million). So people want to invest despite the crisis.
Regulatory successes: The approval in the UK (January 2026) to offer products on the London Stock Exchange for private investors shows that they can operate in a clean regulatory manner. I am also torn.

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Daniel Kaufmann@Wollitz

@schlimmschlimm You've summed it up perfectly. I have exactly the same thoughts.

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